Teams at Plative Inc.

Own Plative’s NetSuite alliance strategy by building relationships with NetSuite and SDN partners, generating referrals, enabling partner representatives, managing events, tracking leads, and reporting on pipeline and partner KPIs. The role requires strong knowledge of the NetSuite ecosystem, Salesforce proficiency, relationship-building skills, self-direction, and data-driven decision-making. It is work-from-anywhere with travel to partner meetings, field events, and industry conferences.

Owns the solution side of Salesforce presales engagements for financial-services clients. Responsibilities include discovery, FSC solution design, tailored demos, estimates, SOW creation, integration recommendations, regulatory translation, AI and data-readiness scoping, co-selling, and delivery handoff. The role requires strong Salesforce FSC fluency, financial-services domain knowledge, integration expertise, consulting presales experience, and the ability to manage multiple concurrent pursuits.

Designs and owns complex Salesforce solutions for enterprise clients, from requirements analysis through implementation. Leads solution architecture, integration and data migration strategy, build-versus-buy recommendations, design documentation, SOWs, and implementation planning. Partners with client stakeholders and technical teams, facilitates strategic discussions, presents solutions, drives organizational transformation, and coordinates multiple project workstreams to deliver customer value and technology adoption.